Use this form to identify current trustees when the identity and/or number of trustees has changed or when the trustees are not identified in The Vanguard 529 College Savings Plan (The Vanguard 529) account.

Form W-9 (Request for Taxpayer Identification Number and Certification)

Add your tax-filing status and taxpayer identification number to your Vanguard accounts. Individuals should use their Social Security number; business organizations should use their employer identification number.

Kit contains the documents required for a plan sponsor to restate their Individual 401(k) plan for PPA- cover letter, adoption agreement, instruction page, opinion letter, and basic plan document. Do not complete this kit to establish or amend a plan.

For 403(b)(7) accounts only: Use this form to designate or change beneficiaries for your 403(b)(7) account. (Note: Employees with an institutional account must use the institutional beneficiary designation form.)

For Individual 401(k) accounts only: Use this form to designate or change beneficiaries for your Vanguard Individual 401(k) account. (Note: Employees with an institutional account must use the institutional beneficiary designation form.)

For nonretirement accounts only: Use this kit to change, designate, or delete beneficiaries on your Vanguard nonretirement accounts. (This form cannot be used for any other accounts or annuity contracts.)